Tortoise Capital’s Rob Thimmel and Payne Capital Management’s Ryan Payne join Maria morning to discuss record markets, the AI Infrastructure Boom and how major US-China infrastructure talks could drive investor sentiment.
Chief of Blackrock LARRY FINK he said that the US remains the main place for investors to place their assets and will continue to be at least for the next year and a half of the economy.
Fink was part of a panel selected by Bloomberg television on future investment plans in Saudi Arabia and noted that earlier this year “as investors are making assets in Europe and other regions.
However, he noted that the movement came from an “overweight in dollar-based areas” and that the trend appears to be reciprocating with investors returning US property.
“I say that in the last two months we see that money is coming back from the US, so I don’t see that there is a big movement. There is still a deep conviction there in the US.
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Blackrock CEO LARLY FINK says that the US will continue to be a place for investors to ‘get fat’ for at least the next 18 months. (Kirk Sides / Houston Chronicle via Getty Images)
“More than 40% of economic growth in the second quarter was Capex for technology, and you don’t see it anywhere else in the world,” The Chief of Blackrock he said.
“And that’s capex, whether it’s data operations or getting more power, gas, gas turbines — you see it all happening in the US more than in most places in the world today.”
“You don’t see that much in Europe, and this is one of the main reasons for the huge gap between US GDP and European GDP,” he added.
Blackrock CEO LARLY FINK’s annual book for investors
| It’s teasing | Security | – Last | Answer | Change % |
|---|---|---|---|---|
| Something in between | Blackrock Inc. | 1,098.05 | +0.05 |
+ 0.00% |
Fink said that while money will continue to circulate in various countries and regions around the world, he thinks that most of the world’s investors will continue to focus on money in their range for the next year and a half.
“Money will move around all the time, but I say the majority of global investors are overweight in the US and I think it will be the best place to have your platform for at least the next 18 months,” said Fink.
US markets were hammered At the beginning of the year, concerns about the impact of the Trump Administration’s tariffs on the economy, and longer stories.
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US markets have rebounded from strong investment after sliding earlier this year after tax announcements. (Michael Nagle/Bloomberg via Getty Images)
The president Donald Trump The announcement of his “recovery” policy in early April prompted a huge sell-off in the stock market – although the administration has recently delayed some of those tax policies, easing investor concerns.
Long-term concerns about the long-term health of the US have continued to accumulate as the deficit has surpassed $37 trillion and $38 trillion thresholds between 2025.
Concerns about the failure of lawmakers to reduce the budget deficit and the growth of the budget prompted Moody’s to become the third largest rating agency. lowering the US credit rating from its top tier.
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Despite those spies, the economy has shown resilience and the fall in investment in AI has driven markets to record highs in recent months, with the S & P 500 index up more than 16% per year.
